Lpl Financial LLC Invesco Bulletshares 2026 Muni Transaction History

Lpl Financial LLC

  • $183 Billion
  • Q1 2024

A detailed history of Lpl Financial LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Lpl Financial LLC holds 291,334 shares of BSMQ stock, worth $6.86 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
291,334
Previous 266,187 9.45%
Holding current value
$6.86 Million
Previous $6.32 Million 8.62%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$23.57 - $23.76 $592,714 - $597,492
25,147 Added 9.45%
291,334 $6.87 Million
Q4 2023

Feb 14, 2024
SELL
$22.83 - $23.75 $1.56 Million - $1.63 Million
-68,545 Reduced 20.48%
266,187 $6.32 Million
Q3 2023

Nov 13, 2023
BUY
$22.98 - $23.62 $554,116 - $569,549
24,113 Added 7.76%
334,732 $7.7 Million
Q2 2023

Jul 31, 2023
BUY
$23.29 - $23.94 $730,001 - $750,375
31,344 Added 11.22%
310,619 $7.3 Million
Q1 2023

May 10, 2023
BUY
$23.36 - $23.99 $812,460 - $834,372
34,780 Added 14.23%
279,275 $6.64 Million
Q4 2022

Feb 07, 2023
BUY
$22.83 - $23.69 $2.73 Million - $2.84 Million
119,673 Added 95.87%
244,495 $5.75 Million
Q3 2022

Nov 14, 2022
BUY
N/A
23,452 Added 23.14%
124,822 $2.85 Million
Q2 2022

Aug 12, 2022
BUY
N/A
10,576 Added 11.65%
101,370 $2.4 Million
Q1 2022

May 16, 2022
BUY
N/A
58,260 Added 179.07%
90,794 $2.21 Million
Q4 2021

Feb 14, 2022
BUY
N/A
6,313 Added 24.08%
32,534 $841,000
Q3 2021

Nov 15, 2021
BUY
N/A
5,505 Added 26.57%
26,221 $678,000
Q2 2021

Aug 13, 2021
BUY
N/A
10,007 Added 93.44%
20,716 $538,000
Q1 2021

May 14, 2021
BUY
N/A
19 Added 0.18%
10,709 $275,000
Q4 2020

Feb 12, 2021
BUY
N/A
2,785 Added 35.23%
10,690 $277,000
Q3 2020

Nov 09, 2020
BUY
N/A
7,905 New
7,905 $202,000

Others Institutions Holding BSMQ

# of Institutions
95
Shares Held
4.94M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2026 MUNI

BSMQ Quotes by TradingView
  • Ticker BSMQ
  • Sector ETFs
  • Industry ETFs
More about BSMQ
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email